Podcast Episodes

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Does your current advisor REALLY listen to your retirement needs and concerns

In this week's episode, we'll explore if your current advisor is really hearing you or if they are just trying to "sell" you on some plan. How can yo…

1 year, 6 months ago

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What are the outcomes you DO NOT want in your retirement and how to plan to avoid them

In this week's episode, we'll discuss things you DON'T want in your retirement. What is on your list of things you definitely don't want to happen in…

1 year, 7 months ago

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How to protect your retirement from the latest scam called "pig butchering"

In this week's episode, we'll explore the latest scam that is costing retirees millions of dollars and what you can do to avoid becoming a victim of …

1 year, 7 months ago

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What is risk capacity and how does it relate to your plan in retirement

In this week's episode, we'll discuss what risk capacity is and how it relates to your retirement. How does your risk capacity affect your decisions …

1 year, 7 months ago

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How to create a hedge against inflation in your retirement by having additional guaranteed income you can start at any time

In this week's episode, we'll explore what you can do to create a hedge against inflation in retirement by having additional income you can start at …

1 year, 7 months ago

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A look at every major market crash in the last century and how they compare to today's situation

In this week's episode, we'll discuss what the leadup to all the major market crashes of the last 100 years was like. How much was lost in these cras…

1 year, 8 months ago

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Interpreting results from a recent study of owners of lifetime guartanteed income annuities and how it relates to your retirement

In this week's episode, we'll explore the results of a recent survey of guaranteed lifetime income annuity owners. Are these retirees feeling safer i…

1 year, 8 months ago

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Is the 4% rule still a wise plan for income in retirement and what could be a better plan

In this week's episode, we'll discuss some recent research on the 4% rule in retirement and what you can do to ensure better results in your retireme…

1 year, 8 months ago

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How to be ready for what 2025 could bring according to 5 top investment firm analysts

In this week's episode, we'll explore what 5 top investment firm analysts say is the outlook for 2025 and what it will mean for you. Will there be a …

1 year, 8 months ago

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The 4 potential outcomes in retirement (you WILL be in one of these)

In this week's episode, we'll discuss the 4 possible outcomes in retirement and how you can influence where you wind up. Will you retire because you …

1 year, 8 months ago

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